Enterprise influence and customer pushback

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.

Something happened ... and that something is tied to 26H1

• 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2
• You cannot upgrade 24H2 or 25H2 to 26H1
• You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably
• 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years
• (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year)
• So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess
• This is GOOD news, however it all unfolds

More Windows 11

• Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements
• Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs
• Microsoft announces a Store CLI that does (almost) nothing new compared to winget
• New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes

More earnings

• Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion)
• Qualcomm $12.25 billion in revenues, up 5 percent
• Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising
• Spotify - somehow has over 750 million MAUs now

AI and dev

• OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other
• Ads appear in ChatGPT Free and Go as threatened
• Duck.ai adds private, anonymous real-time AI voice chat
• NET 11 Preview 1 arrives, but there's nothing major here

Xbox & games

• Microsoft announces the 2025 Xbox Excellence Awards
• Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment
• Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall
• Valve predictably delays the vaporware Steam Machine
• Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR

These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970

Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

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